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Katherine Louise Alepa

Ithaka Financial Planning, LLC

Holly Springs, NC

CRD 4115789

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Employer firm

Ithaka Financial Planning, LLC CRD 153244

$92.2M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ithaka Financial Planning, Llc

5425 Wisconsin Ave Suite 600, Chevy Chase, MD 20815 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2022-06-07
MA RA APPROVED 2022-04-05
MD RA APPROVED 2022-03-15
TX RA APPROVED 2022-03-15
VA RA APPROVED 2022-03-15
  • DC RA
    APPROVED
    Since 2022-06-07
  • MA RA
    APPROVED
    Since 2022-04-05
  • MD RA
    APPROVED
    Since 2022-03-15
  • TX RA
    APPROVED
    Since 2022-03-15
  • VA RA
    APPROVED
    Since 2022-03-15

Branch Locations

Holly Springs, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Food Lion Holly Springs NC 05/2015 10/2016
Ithaka Financial Planning Holly Springs NC 01/2017 Present
Ithaka Financial Planning, Llc Holly Springs NC 03/2022 Present
  • 05/2015 → 10/2016
    Food Lion
    Holly Springs, NC
  • 01/2017 → Present
    Ithaka Financial Planning
    Holly Springs, NC
  • 03/2022 → Present
    Ithaka Financial Planning, Llc
    Holly Springs, NC
Previous Registrations
  • 2002-10-17 → 2008-11-21
    Financial Planning Group, Inc.
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-10
  • S65 Uniform Investment Adviser Law Examination
    2002-04-10
Designations
  • Certified Financial Planner
Other Names
  • Katherine Louise Rao
  • Katherine Alepa
  • Katherine Rao Alepa

View on SEC IAPD

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